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WealthTouch, Inc. (Industry: Finance)

3 employees

WealthTouch provides aggregated financial reporting services for the private wealth industry.

Basic info

Industry

software development

Sectors

General Ledger Reporting
Alternative Asset Tracking
Multi-Asset Data Aggregation
Partnership Accounting
Finance
Portfolio Performance & Analytics Reporting
Client Portal
Wealth Management
Enterprise Software
Reconciliation
Data Visualization
Outsourced Bill Pay
Software
Consolidated Investment Reporting

Date founded

2001

Funding rounds raised

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WealthTouch, Inc. (Industry: Finance) raised undisclosed on January 22, 2014

Investors: Allen & Company LLC.

FAQ